Petros Family Wealth is an independent Registered Investment Adviser (RIA) that functions as a multi-family office. The firm was founded to provide comprehensive and integrated financial guidance, including investment management, advanced planning (estate, tax, risk management), and administrative family office services. Their mission is to serve as a fiduciary, offering objective advice and personalized strategies to help affluent families manage, preserve, and grow their wealth across generations.

Founded in

United States